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Stocks picks for 2015
Rank: Elder Joined: 4/30/2008 Posts: 6,029
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Your inputs please.I am thinking of Carbacid, Cables and HFCK purely basing on gut feelings.
Share your picks please.
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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mawinder wrote:Your inputs please.I am thinking of Carbacid, Cables and HFCK purely basing on gut feelings.
Share your picks please. Kenol-kobil... possunt quia posse videntur
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Rank: Veteran Joined: 6/23/2011 Posts: 1,740 Location: Nairobi
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wachana na gut feelings fanya research
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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streetwise wrote:wachana na gut feelings fanya research he has done research...but ni vile bila business education background hawezi sema technical terms, my view... Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Member Joined: 3/26/2012 Posts: 830
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I think investing in the market going forward is too risky. I will stay out of the market in 2015 and await the blood in the streets in 2016. Perhaps it is a good time to learn new investment arenas apart from the stock market. A successful man is not he who gets the best, it is he who makes the best from what he gets.
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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S.Mutaga III wrote:I think investing in the market going forward is too risky. I will stay out of the market in 2015 and await the blood in the streets in 2016. Perhaps it is a good time to learn new investment arenas apart from the stock market. So in way you concur with this www.wazua.co.ke/forum.aspx?g=posts&t=27306Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Member Joined: 6/14/2010 Posts: 521 Location: Nairobi
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S.Mutaga III wrote:I think investing in the market going forward is too risky. I will stay out of the market in 2015 and await the blood in the streets in 2016. Perhaps it is a good time to learn new investment arenas apart from the stock market. Some facts to support your sentiments please.
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Rank: User Joined: 1/20/2014 Posts: 3,528
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1.Sell Coop Bank - no growth prospects 2. Buy CFC Stanbic and ARM! Formal education will make you a living. Self-education will make you a fortune - Jim Rohn.
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Rank: Elder Joined: 6/23/2009 Posts: 13,568 Location: nairobi
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coop bank is not a dead stock
COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Veteran Joined: 8/16/2009 Posts: 994
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Buy Scangroup at below 46 sell at 57 after results. Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Rank: New-farer Joined: 9/20/2010 Posts: 79
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kplc,kenolkobil.Two stocks not overpriced.
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Rank: Member Joined: 2/18/2011 Posts: 448
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Centum- Interesting projects in the pipeline and shall be riding it the next couple of years. It would also be interesting to see other than Rea Vipingo & Lamu coal power deal,whether they shall be venturing into another mammoth project.Perhaps cement with Dangote?
Kenol Kobil-Other than obvious return to profitability;keen on experiencing impact of lower international crude vs not so low pump prices.Perhaps some (speculative) collusion between industry and regulator to keep prices artificially high to improve revenues of some of the marketers.Importantly will they finally be awarded the over 4 Bil Grand Mullah awarded them in the case vs Kenya Refinery.
Other specultive trades for a modest 30% gain include Uchumi post rights (i still think its a possible M&A candidate circa 2016);
Portland-What happened to the Dangote take over story?
Transcentury-If they win the Mui coal basin energy deal,potential for some upside and re-energising of the company shall be in the offing
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Rank: Member Joined: 7/9/2011 Posts: 730 Location: Nairobi
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S mutaga which 4 companies fit your 2014 strategy our goals are best achieved indirectly
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Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
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Carbacid buy 20.50 sell above 30 before or around march when they announce an interim div. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Member Joined: 3/26/2012 Posts: 830
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Unless there is a bear market and some stocks take a serious beating, only then will I buy them at a discounted price. I think investing now is a case of choosing a lesser evil. Too few opportunities in 2015 and hence I am not ready to play that game. A successful man is not he who gets the best, it is he who makes the best from what he gets.
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Rank: Member Joined: 4/1/2008 Posts: 141
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ICDC gonna be riding high in a couple of years time to invest is now not later
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Rank: Member Joined: 8/19/2014 Posts: 125
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Equity Bank (subsidiary growth outside Kenya, expansion to other countries about to happen), Safaricom (data business about to take off and introduction of home internet which is very lucrative, Lipa na Mpesa a new revenue stream in mpesa), Kenya Power (street lighting revenues about to go up, 1 million new customers, newer infrastructure will reduces losses of electricity, cheaper power will lead to customers consuming more units so make more profits per unit), KCB (City Council accounts, more business customer accounts all these lead to more deposits which can be lent out, growth in mortgage business which might overshadow housing finance, sudan settling down), Centum (just so many different young project growing very fast, vast amount of real estate and lots of funding at their disposal)
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Rank: Member Joined: 8/30/2010 Posts: 183 Location: Migingo
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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georgegop=George Bodo Life is short. Live passionately.
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Rank: Veteran Joined: 2/10/2010 Posts: 1,001 Location: River Road
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2015 is a wild trading year-risk management is to buy into well capitalized companies or heavily discounted counters
Banks- Nic and hfck rights
uchumi
Speculative-kengen rights, kenya power, tps serena, total, bamburi
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